Best Financial Advisors in Burnaby, BC

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Burnaby area.

Cloudiverse Cpas

Cloudiverse Cpas

(16)
Income Tax Preparation, Advisory Services, Book Keeping
“Unlike most of them, Lydia understood right away what had to be done and revised my tax returns to get me a refund which was more than what I had expected.”
In Business Since 2018
4538 Kingsway #513, Burnaby, BC V5H 4T9
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Carlo Sarabia - Financial Advisor

Carlo Sarabia - Financial Advisor

(11)
Protecting Your Wealth, Building Your Wealth, Added Value Services
“It is without hesitation that I highly recommend Carlo Sarabia Insurance Broker for outstanding in securing and advising on the most suitable insurance for my family, both in a professional and friendly manner.”
In Business Since 2020
4710 Kingsway, Burnaby, BC V5H 4J5
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Hu Brietkopf

Hu Brietkopf

(2)
Private Financing, Debt Consolidation, First Time Home Buyers
“Thank you Hu for all your hard work our family is super impressed with all your efforts we highly recommend hu for your mortgage needs..”
Transparent Fees & Pricing
Licensed
Offers Financing Options
3700 N Fraser Wy #130, Burnaby, BC V5J 5H4
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Stratego Financial

Stratego Financial

(3)
Pre-Retirees, Retirees, Business Owners
“Vanson has helped and advised me with obtaining private health and dental insurance and travel insurance.”
In Business Since 2010
4545 Hastings St, Burnaby, BC V5C 2K3
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The Lifestyle Protector

The Lifestyle Protector

(2)
Wealth Management, Financial Planning, Estate Planning
“I highly highly recommend Lynn as one of those rare professionals who genuinely cares, provides a warm personal touch, while providing expert holistic advice.”
In Business Since 2009
2025 Willingdon Ave, Burnaby, BC V5C 3Z3
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Thaker Financial

Thaker Financial

(12)
  • Questions
  • Networking
  • Insurance
“I recently met with her to set up a critical illness insurance policy for myself, something I never previously thought about that I now consider crucial.”
In Business Since 2018
Vancouver, BC
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Muir Investment Team - Raymond James

Muir Investment Team - Raymond James

(1)
“Great guy and a dedicated worker who always makes sure clients are 100% happy with their investments, treats their investments like his own.”
In Business Since 2003
4720 Kingsway #1133, Burnaby, BC V5H 4N2
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Axiom-Frontline Financial Services

Axiom-Frontline Financial Services

“Theresa's services are very professional, reliable, legit and always on time. Products she is providing are clearly explained allowing customers to better understand what they will be getting. Very friendly and caring environment. Overall experience:...”
4555 Kingsway #202, Burnaby, BC V5H 4V8
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Cinnamon Jang Willoughby

Cinnamon Jang Willoughby

(1)
“Edit: no more free coffee, 4 stars.”
In Business Since 1995
4720 Kingsway #900, Burnaby, BC V5H 4N2
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Orca Financial

Orca Financial

(5)
“I would certainly recommend Orca Pacific and wish them only the best in the future.”
ORCA Financial Publishers, 4400 Dominion St #260, Burnaby, BC V5G 4G3
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Wealthviser Private Wealth

Wealthviser Private Wealth

Process, Team, Philosophy
““Our clients come to us to help preserve and grow their wealth, and to find a true path to financial independence for themselves and their loved ones. We truly believe the planning our clients do with us allows them to make a difference in their own ...”
In Business Since 2020
2025 Willingdon Ave #900, Burnaby, BC V5C 0J3
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E-Focus CPA Business Solutions

E-Focus CPA Business Solutions

Tax Preparation and Planning, Outsourced Accounting and Bookkeeping, Outsourced Cfo/Controller
“Our CPA firm can keep your books up-to-date, accurate, and organized with our outsourced accounting and bookkeeping services. We'll take on everything from accounts payable and monthly reconciliations of your bank and credit card accounts, to process...”
In Business Since 2016
4170 Still Creek Dr #200, Burnaby, BC V5C 6C6
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Contextplanning

Contextplanning

“Keith is President of context planning ltd. and is an independent insurance advisor able to quote, source and place business with all the major companies in Canada's insurance market. He works with personal and corporate clients on their risk managem...”
In Business Since 2000
214-3823 Henning Dr, Burnaby, BC V5C 6P3
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Capital Concepts Group

Capital Concepts Group

“Capital Concepts Group has helped hundreds of people just like you to answer these questions. Together, we can discover your Successful Retirement Number and tailor a personalized plan to achieve it. We'll be happy to provide you with a complimentary...”
Metrotower II, 1030 - 4720 Kingsway, Burnaby, BC V5H 4N2
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Inwest Financial

Inwest Financial

“This year has been a brutal one for investors. Stocks are down, bonds are down, real estate is down—there has been nowhere to hide. TheToronto Stock Exchangenet total return is negative 11% year-to-date. The S&P 500 has been much worse, with a 23% dr...”
Transparent Fees & Pricing
In Business Since 2019
6588 Southoaks Crescent #107, Burnaby, BC V5E 4K1
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DC Complete Financial

DC Complete Financial

In Business Since 2008
3823 Henning Dr #205, Burnaby, BC V5C 6P3
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True Asset Advisory

True Asset Advisory

“True wealth is lasting, it stands the test of the markets and risks that comes our way. Truewealth allows us the freedom to live the life we choose. True wealth does not come from investment funds of the week or tax evasion strategies. True wealth is...”
4388 Still Creek Dr #218, Burnaby, BC V5C 6C6
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Money Strategies Financial

Money Strategies Financial

“We treat all our clients with the utmost respect by providing them with competent advice in a friendly, relaxed atmosphere; delivered with a personal touch. You will find us enjoyable to work with and supportive of our service.”
3823 Henning Dr #205, Burnaby, BC V5C 6P3
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Hibernia Financial Group

Hibernia Financial Group

“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc.. Please confirm ...”
4545 Hastings St, Burnaby, BC V5C 2K3
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Live Longer Live Better

Live Longer Live Better

METROTOWER 3 2000-4730, Kingsway, Burnaby, BC V5H 0C6
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Innovative Wealth Management

Innovative Wealth Management

“Philip Primeau and the staff at Innovative have prepared our annual tax returns for many years and we have always been happy with the results. Last year, we employed them as a tax advisor and we were given a range of income/tax options that helped us...”
200-4170 Still Creek Dr, Burnaby, BC V5C 6C6
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Portfolio Planning

Portfolio Planning

(50)
Mortgage Calculator, Insurance, Flat-Fee Financial Planning
“My partner and I went to Vishal when we needed insurance to protect ourselves, each other, and our greatest asset which is our home, in the event if something were to happen to us.”
1500 W Georgia St Suite 1900, Vancouver, BC V6G 2Z6
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Canadian Wiseinvest

Canadian Wiseinvest

(37)
Individual Services, Corporate Services
“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”
In Business Since 2020
850, 1185 W Georgia St w, Vancouver, BC V6E
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Insightful Wealth Group - Raymond James

Insightful Wealth Group - Raymond James

(11)
  • Estate Planning
  • Team
  • Investments
“We have an excellent repoire with Christine and have been clients for many years.”
In Business Since 2016
5455 152 St #309, Surrey, BC V3S 5A5
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Retirement Planning and Investment Management Services in Burnaby, BC Cost Estimates

Minimum cost
$1245
Maximum cost
$10577
National Average
$3733
Avg Per Hour Rates
$374
$2489
$6844
Average price range is based on 434 cost profiles
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Average Cost $3733
Minimum cost $1245
Maximum cost $10577
Avg Per Hour Rates $374

Average range $2489 to $6844 is based on 434 cost profiles.

Why these companies made our list

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